Position in WMS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,569
+$1,568 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#514
of 543 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Avion Wealth holds $100,953 across 12 Building Products & Equipment names. WMS ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
83 | $40,766 | |
| 2 | JCI |
Johnson Controls International plc
|
190 | $27,760 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
166 | $12,176 | |
| 4 | BLDR |
Builders FirstSource, Inc.
|
60 | $5,368 | |
| 5 | LII |
Lennox International Inc
|
8 | $4,583 | |
| 6 | OC |
Owens Corning
|
17 | $2,702 | |
| 7 | CSL |
Carlisle Companies Inc
|
5 | $1,813 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
This page
|
10 | $1,569 |
All Filings in WMS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,569 | 10 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1 | 10 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1 | 10 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 10 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1 | 10 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $455 | 4 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||